Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,977 $325K 0.26% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,965 $324K 0.06% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,950 $323K 0.01% -113,483 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,924 $320K 0.02% -350 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,919 $320K 0.04% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,916 $320K 0.02% -60 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 3,911 $319K 0.43% -20,261 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,908 $319K 0.02% -241 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,902 $319K 0.05% -467 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 3,888 $318K 0.12% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,873 $316K 0.02% -1,516 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,869 $316K 0.19% +443 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,857 $315K 0.11% -3,151 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,836 $314K 0.02% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,838 $313K 0.01% +14 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 3,824 $312K 0.11% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,801 $310K 0.01% -7,130 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,775 $308K 0.02% -85 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,758 $307K 0.1% -1,638 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,745 $306K <0.01% 0 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 3,739 $305K 0.22% +1,000 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,723 $304K 0.08% -1,252 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 3,696 $302K 0.03% -91 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,691 $301K 0.1% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,680 $301K 0.05% +100 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 3,677 $300K 0.09% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,668 $300K 0.03% -2,239 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,652 $298K 0.16% +40 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 3,621 $296K 0.05% new 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,619 $296K 0.05% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,593 $293K 0.29% +156 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 3,530 $288K 0.03% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,526 $288K <0.01% +296 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,512 $287K 0.06% -281 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 3,488 $285K 0.14% +13 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,474 $284K 0.01% -220 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,456 $282K 0.06% -315 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 3,452 $282K 0.08% +281 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,442 $281K 0.08% -434 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,426 $280K 0.03% +504 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,413 $279K 0.12% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 3,409 $278K <0.01% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,407 $278K 0.06% -151 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 3,404 $278K 0.13% +18 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,378 $276K 0.02% +3 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,349 $273K 0.01% -698 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,318 $271K 0.05% -5,781 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,311 $270K 0.02% -640 13F-HR/A Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 3,309 $270K 0.13% +65 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 3,300 $270K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Breakwater Capital Group More: the full row for Breakwater Capital Group 3,299 $269K 0.05% -689 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,290 $269K 0.06% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 3,263 $266K 0.09% +717 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,263 $266K <0.01% -242 13F-HR/A Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,254 $266K 0.06% +624 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 3,252 $266K 0.21% +1,171 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,236 $264K 0.07% +13 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,232 $264K 0.02% 0 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 3,353 $264K 0.21% 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,230 $263K 0.06% +118 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 3,201 $261K 0.05% -905 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,199 $261K 0.13% +353 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,193 $261K 0.01% +365 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,192 $261K 0.13% -23 13F-HR/A Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 3,188 $260K 0.04% -38 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 3,169 $259K 0.17% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 3,166 $259K 0.02% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,156 $258K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,135 $256K 0.01% -372 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,129 $256K 0.01% -600 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,124 $255K 0.04% +1,219 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,103 $253K 0.04% -31 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,071 $251K 0.02% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,036 $248K 0.07% +15 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 3,016 $246K 0.06% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,000 $245K 0.1% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 3,000 $245K 0.18% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 3,000 $245K 0.15% +250 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,994 $245K 0.08% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,987 $244K 0.05% +37 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,966 $242K 0.01% +8 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,958 $242K 0.05% -7 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,956 $241K 0.02% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,935 $240K 0.01% -655 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 2,931 $239K 0.03% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,926 $239K 0.04% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 2,920 $238K 0.03% -313 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,916 $238K <0.01% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,916 $238K 0.06% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,910 $238K 0.01% -149 13F-HR/A Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,908 $237K 0.01% -31 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 2,904 $237K 0.04% 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,896 $236K 0.07% +14 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,880 $235K 0.02% -211 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 2,853 $233K 0.1% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,845 $232K 0.03% +1 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,829 $231K 0.2% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,820 $230K 0.19% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,806 $229K 0.03% -58 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 2,805 $229K 0.02% new 13F-HR Timeline Group Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 2,804 $229K 0.1% -37 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,803 $229K 0.01% +2 13F-HR/A Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,800 $229K 0.08% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,796 $228K 0.09% +14 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 2,792 $228K 0.09% +100 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 2,786 $228K 0.09% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,778 $227K 0.01% -62 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,773 $226K 0.01% +151 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,757 $225K 0.02% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,690 $220K <0.01% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,683 $219K 0.05% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,679 $219K 0.01% new 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 2,702 $217K 0.01% -595 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,644 $216K 0.01% +2,124 13F-HR Timeline Group Prostatis Group LLC More: the full row for Prostatis Group LLC 2,640 $216K 0.07% -1,780 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,636 $215K 0.04% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,628 $215K 0.03% -149,663 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,606 $213K 0.12% -991 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 2,599 $212K 0.03% -382,783 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,578 $211K 0.01% +1 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,572 $210K 0.05% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,571 $210K 0.06% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,570 $210K 0.03% -505 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,568 $210K 0.03% -377 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,561 $209K 0.01% -700 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,552 $208K 0.01% -46 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,550 $208K 0.05% 0 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,546 $208K 0.11% -200 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,539 $207K 0.02% -580 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,535 $207K 0.03% -50 13F-HR/A Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,516 $205K 0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,514 $205K 0.02% +180 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,510 $205K 0.01% -554 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,502 $204K 0.04% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,499 $204K 0.04% -100 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 2,487 $203K 0.03% +1,350 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,484 $203K 0.06% -8,674 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 2,484 $203K 0.64% +28 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,481 $203K 0.02% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,472 $202K 0.03% -73 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 2,466 $201K 0.16% -1,537 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,366 $193K 0.02% -33 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,347 $192K 0.07% -870 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,305 $188K 0.01% new 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,265 $185K 0.01% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 2,242 $183K 0.02% +304 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,175 $178K 0.02% +440 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 2,168 $177K 0.02% -80 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,153 $174K 0.08% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,002 $164K 0.03% +2 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 1,981 $162K 0.09% +1,577 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 1,914 $156K 0.02% +2 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,871 $153K 0.01% +1,731 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,861 $152K <0.01% -73 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,854 $151K 0.03% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,849 $151K <0.01% +62 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 1,800 $147K 0.08% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,780 $145K 0.02% +6 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,764 $144K 0.05% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,713 $140K <0.01% 0 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 1,706 $139K 0.06% -280 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,681 $137K <0.01% 0 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,605 $131K 0.02% -175 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,581 $129K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,547 $126K 0.01% +105 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,525 $125K 0.04% -381 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,500 $123K 0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 1,498 $122K 0.03% +461 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,494 $122K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,477 $121K 0.02% -119 13F-HR Timeline City State Bank More: the full row for City State Bank 1,425 $116K 0.04% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,420 $116K 0.01% -76,580 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,419 $116K 0.11% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,375 $112K 0.03% -215 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,360 $111K <0.01% +1,206 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,353 $111K <0.01% +692 13F-HR Timeline Group Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 1,347 $110K 0.03% -3,800 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,334 $109K <0.01% -488 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,328 $108K 0.04% +306 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,291 $105K 0.07% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,287 $105K 0.04% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,280 $105K 0.02% 0 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,251 $102K 0.08% +122 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,246 $102K 0.01% -135 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,224 $100K 0.05% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,221 $99.7K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,207 $98.6K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,202 $98.3K 0.04% -154 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,200 $98K 0.04% -1,200 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,198 $97.8K 0.06% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,190 $97.2K 0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,117 $91K <0.01% +3 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,069 $87.3K 0.03% -50 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,058 $86.4K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,054 $86.1K 0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,030 $84.1K 0.03% +389 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,035 $84K 0.02% -5 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,013 $82.7K <0.01% -2,675 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,003 $81.9K 0.01% +4 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 1,000 $80.4K <0.01% new 13F-HR Timeline Group